See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,081 | $142,344-97.1% | $119,609-96.6% | $134,475-97.0% |
| Participation rate | 11.1% | 82.8%-71.7pp | 79.3%-68.1pp | 81.2%-70.1pp |
| Annual return | -7.25% | -12.44%+5.2pp | -14.97%+7.7pp | 417.96%-425.2pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $700 | $6,469-89.2% | $5,602-87.5% | $6,400-89.1% |
| Admin fee / account holder | $97,049 | $13,584+614.4% | $10,323+840.1% | $11,426+749.4% |